Who owns WisdomTree Earnings 500 Fund?
- Ticker: EPS
- CUSIP Number: 97717W588
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Earnings 500 Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree Earnings 500 Fund stock
Who bought or sold WisdomTree Earnings 500 Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Fiduciary Trust Company | 1.9M | $127M | -2% | Mar 2026 |
|
| LPL Financial | 1.5M | $103M | 6% | Mar 2026 |
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| Morgan Stanley | 890k | $61M | -1% | Mar 2026 |
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| Lido Advisors | 799k | $54M | -4% | Mar 2026 |
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| Garrett Wealth Advisory Group | 750k | $51M | -9% | Mar 2026 |
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| Private Advisor | 694k | $47M | 5% | Mar 2026 |
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| Cetera Investment Advisers | 660k | $45M | 8% | Mar 2026 |
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| Integrity Alliance | 563k | $44M | 114% | Jun 2026 |
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| WealthPlan Investment Management | 516k | $40M | 12% | Jun 2026 |
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| CWM | 466k | $32M | 7% | Mar 2026 |
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| Team Financial Group | 457k | $36M | 1% | Jun 2026 |
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| Kestra Advisory Services | 382k | $30M | 36% | Jun 2026 |
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| Financial Gravity Wealth | 287k | $20M | 4% | Mar 2026 |
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| Ieq Capital | 265k | $18M | 0% | Mar 2026 |
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| Flagship Wealth Advisors | 234k | $18M | 204% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 197k | $13M | 4% | Mar 2026 |
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| Stenger Family Office | 192k | $13M | 100% | Mar 2026 |
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| Bank of America Corporation | 191k | $13M | 100% | Mar 2026 |
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| Systelligence | 144k | $9.8M | -33% | Mar 2026 |
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| Colony | 141k | $9.6M | 0% | Mar 2026 |
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| Win Advisors | 129k | $8.8M | -10% | Mar 2026 |
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| Maia Wealth | 120k | $9.3M | 24% | Jun 2026 |
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| Eastern Bank | 117k | $9.1M | 6% | Jun 2026 |
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| Marietta Wealth Management | 100k | $6.8M | 1% | Mar 2026 |
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| Creative Planning | 90k | $6.1M | -1% | Mar 2026 |
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| UBS Group | 87k | $6.0M | 3% | Mar 2026 |
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| Vista Investment Management | 85k | $5.8M | -2% | Mar 2026 |
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| CFG Asset Management | 82k | $6.3M | 3% | Jun 2026 |
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| TopTier Wealth Management | 80k | $5.5M | 100% | Mar 2026 |
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| Wells Fargo & Company | 78k | $5.3M | -4% | Mar 2026 |
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| Harbour Investments | 76k | $5.2M | 24% | Mar 2026 |
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| Feltz Wealth PLAN | 76k | $5.9M | 80% | Jun 2026 |
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| Citigroup | 72k | $4.9M | 100% | Mar 2026 |
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| Ameriprise Financial | 65k | $4.4M | 8% | Mar 2026 |
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| Prime Capital Investment Advisors | 51k | $3.5M | -4% | Mar 2026 |
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| Jones Financial Companies, L.L | 50k | $3.3M | 7% | Mar 2026 |
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| Integrity Advisory Solutions | 48k | $3.7M | 235% | Jun 2026 |
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| Betterment | 47k | $3.2M | -4% | Mar 2026 |
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| Lowe, Brockenbrough & Company | 46k | $3.2M | 0% | Mar 2026 |
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| Raymond James Financial | 44k | $3.0M | -3% | Mar 2026 |
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| AssuredPartners Investment Advisors | 43k | $3.0M | 0% | Mar 2026 |
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| Goldman Sachs Group | 40k | $2.7M | -36% | Mar 2026 |
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| Towle & Co | 39k | $2.6M | 100% | Mar 2026 |
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| Beacon Financial | 37k | $2.9M | -1% | Jun 2026 |
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| WealthPoint Financial | 37k | $2.5M | 8% | Mar 2026 |
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| Pine Valley Investments Ltd Liability | 36k | $2.8M | 26% | Jun 2026 |
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| Rockland Trust | 36k | $2.8M | 0% | Jun 2026 |
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| LongView Wealth Management | 35k | $2.7M | 8% | Jun 2026 |
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| Modera Wealth Management | 35k | $2.4M | 0% | Mar 2026 |
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| Advisor Group Holdings | 35k | $2.4M | -35% | Mar 2026 |
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| Chicago Partners Investment | 26k | $2.0M | 5% | Jun 2026 |
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| Royal Bank of Canada | 26k | $1.8M | 100% | Mar 2026 |
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| Daymark Wealth Partners | 24k | $1.9M | 3% | Jun 2026 |
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| Advisory Alpha | 24k | $1.6M | -2% | Mar 2026 |
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| Envestnet Asset Management | 22k | $1.5M | 68% | Mar 2026 |
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| Ubs Global Asset Management Americas | 21k | $1.4M | 100% | Mar 2026 |
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| FMR | 19k | $1.3M | -3% | Mar 2026 |
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| GM Advisory | 18k | $1.2M | 4% | Mar 2026 |
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| Ameritas Advisory Services | 17k | $1.2M | -11% | Mar 2026 |
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| Holistic Planning | 15k | $1.0M | 57% | Mar 2026 |
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| Herold Advisors | 15k | $986k | -6% | Mar 2026 |
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| Beacon Financial Advisory | 14k | $980k | -7% | Mar 2026 |
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| BlackRock | 14k | $962k | 0% | Mar 2026 |
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| Citadel Advisors | 14k | $958k | 136% | Mar 2026 |
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| Summit Financial | 13k | $910k | -16% | Mar 2026 |
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| Atria Investments | 12k | $949k | 5% | Jun 2026 |
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| Steward Partners Investment Advisory | 12k | $826k | -2% | Mar 2026 |
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| Centaurus Financial | 12k | $821k | -2% | Mar 2026 |
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| Arkadios Wealth Advisors | 12k | $820k | -11% | Mar 2026 |
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| Triad Wealth Partners | 11k | $768k | -42% | Mar 2026 |
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| Concurrent Investment Advisors | 11k | $752k | -69% | Mar 2026 |
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| Mariner Wealth Advisors | 11k | $746k | 0% | Mar 2026 |
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| Essential Planning | 10k | $710k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 10k | $796k | 34% | Jun 2026 |
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| Paul Damon & Associates | 10k | $778k | 0% | Jun 2026 |
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| Quartz Partners | 9.2k | $630k | -9% | Mar 2026 |
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| Parkside Financial Bank & Trust | 8.8k | $601k | 0% | Mar 2026 |
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| Verus Capital Partners | 8.8k | $600k | 2% | Mar 2026 |
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| Seek First | 8.8k | $685k | 0% | Jun 2026 |
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| Cornerstone Wealth Management | 8.7k | $593k | 0% | Mar 2026 |
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| Melone Private Wealth | 8.6k | $672k | -1% | Jun 2026 |
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| AQR Capital Management | 8.6k | $588k | 100% | Mar 2026 |
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| Parsons Capital Management | 8.6k | $670k | -4% | Jun 2026 |
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| Institute For Wealth Management | 8.6k | $667k | 0% | Jun 2026 |
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| Stifel Financial | 8.4k | $571k | -32% | Mar 2026 |
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| Berger Financial Group | 8.1k | $554k | 0% | Mar 2026 |
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| Brand Asset Management Group | 7.9k | $538k | -6% | Mar 2026 |
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| Susquehanna International | 7.8k | $534k | -91% | Mar 2026 |
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| Bouchey Financial | 7.8k | $557k | 0% | Mar 2026 |
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| E&G Advisors | 7.6k | $594k | 3% | Jun 2026 |
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| SWMG | 6.9k | $468k | 0% | Mar 2026 |
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| Investment Partners Asset Management | 6.7k | $523k | 5% | Jun 2026 |
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| Redwood Financial Network Corp | 6.7k | $456k | 0% | Mar 2026 |
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| United Advisor Group | 6.7k | $518k | 19% | Jun 2026 |
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| Kelman-Lazarov | 6.5k | $442k | 67% | Mar 2026 |
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| Western Wealth Management | 6.5k | $441k | 100% | Mar 2026 |
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| Capital Group Private Client Services | 6.4k | $437k | 0% | Mar 2026 |
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| Belpointe Asset Management | 6.1k | $474k | 26% | Jun 2026 |
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| M^T Bank Corporation | 5.9k | $404k | 0% | Mar 2026 |
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| First Trust Advisors | 5.6k | $381k | -8% | Mar 2026 |
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| Wedbush Morgan Securities | 5.4k | $422k | 15% | Jun 2026 |
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| Branch Banking & Trust Company | 5.4k | $419k | -5% | Jun 2026 |
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| Optima Capital | 5.4k | $416k | 2% | Jun 2026 |
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| Strategic Financial Concepts | 5.2k | $408k | -3% | Jun 2026 |
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| Goss Wealth Management | 5.1k | $344k | -23% | Mar 2026 |
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| Westwood Holdings | 5.0k | $338k | 0% | Mar 2026 |
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| IFS Advisors | 4.9k | $332k | 0% | Mar 2026 |
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| Focus Financial Network | 4.8k | $372k | 1% | Jun 2026 |
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| Charter Trust | 4.7k | $367k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 4.5k | $308k | 100% | Mar 2026 |
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| Ashton Thomas Securities | 4.4k | $298k | 100% | Mar 2026 |
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| Advisor Resource Council | 4.4k | $343k | 0% | Jun 2026 |
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| Founders Financial Alliance | 4.3k | $293k | 1% | Mar 2026 |
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| Advisory Services Network | 4.2k | $288k | 0% | Mar 2026 |
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| Garrett Investment Advisors | 4.2k | $328k | 0% | Jun 2026 |
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| CI Private Wealth | 4.2k | $235k | 21% | Mar 2026 |
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| HPM Partners | 4.2k | $284k | 0% | Mar 2026 |
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| CoreCap Advisors | 4.1k | $322k | 0% | Jun 2026 |
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| AE Wealth Management | 4.1k | $276k | -55% | Mar 2026 |
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| Independent Advisor Alliance | 4.0k | $275k | 100% | Mar 2026 |
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| Mml Investors Services | 4.0k | $273k | -6% | Mar 2026 |
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| Park Avenue Securities | 4.0k | $270k | -1% | Mar 2026 |
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| Pnc Financial Services | 3.9k | $264k | -4% | Mar 2026 |
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| Moller Financial Services | 3.7k | $290k | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 3.7k | $289k | -8% | Jun 2026 |
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| Nbc Securities | 3.6k | $246k | -39% | Mar 2026 |
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| Mutual Advisors | 3.6k | $243k | 0% | Mar 2026 |
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| Walkner Condon Financial Advisors | 3.5k | $276k | 0% | Jun 2026 |
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| Umb Bank N A | 3.5k | $240k | 0% | Mar 2026 |
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| Mosaic Family Wealth Partners | 3.5k | $237k | 100% | Mar 2026 |
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| Axxcess Wealth Management | 3.5k | $271k | 0% | Jun 2026 |
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| Luts & Greenleigh Group | 3.5k | $236k | 100% | Mar 2026 |
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| Johnson Investment Counsel | 3.4k | $267k | 0% | Jun 2026 |
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| Mercer Global Advisors | 3.3k | $228k | -52% | Mar 2026 |
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| Farther Finance Advisors | 3.3k | $255k | 0% | Jun 2026 |
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| Signal Advisors Wealth | 3.2k | $221k | 100% | Mar 2026 |
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| Secured Retirement Advisors | 3.1k | $240k | 0% | Jun 2026 |
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| Apollon Wealth Management | 3.0k | $203k | 0% | Mar 2026 |
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| RMR Wealth Builders | 2.7k | $210k | 100% | Jun 2026 |
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| Nova Wealth Management | 2.2k | $151k | -20% | Mar 2026 |
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| Beacon Investment Advisory Services | 2.0k | $152k | 0% | Jun 2026 |
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| SJS Investment Consulting | 1.7k | $118k | 0% | Mar 2026 |
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| REAP Financial Group | 1.7k | $112k | -21% | Mar 2026 |
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| Coastline Trust | 1.2k | $84k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 1.0k | $69k | 100% | Mar 2026 |
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| Creative Financial Designs | 994.00 | $77k | 0% | Jun 2026 |
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| Kilter Group | 933.00 | $64k | -87% | Mar 2026 |
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| Ancora Advisors | 835.00 | $57k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 806.00 | $55k | 0% | Mar 2026 |
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| Geneos Wealth Management | 640.00 | $44k | 0% | Mar 2026 |
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| Advisors Preferred | 623.00 | $42k | -18% | Mar 2026 |
|
Who sold out of WisdomTree Earnings 500 Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Per Stirling Capital Management | Dec 2025 | 72k | $5.1M |
| Jane Street | Dec 2025 | 31k | $2.2M |
| Kmg Fiduciary Partners | Mar 2026 | 25k | $1.7M |
| Hershey Financial Advisers | Dec 2025 | 24k | $1.7M |
| Wealth Enhancement Advisory Services | Dec 2025 | 22k | $1.6M |
| Seven Mile Advisory | Dec 2025 | 19k | $1.4M |
| IFG Advisory | Dec 2025 | 5.9k | $420k |
| Peterson Wealth Advisors | Dec 2025 | 2.9k | $206k |
| IFP Advisors | Dec 2025 | 1.7k | $119k |